Paraplanner

A national IFA practice, a household name in the industry, are looking to recruit an additional paraplanner to join their team in Knutsford. They have three financial planners and three paraplanners in the office at present. One paraplanner is moving to a trainee adviser role in the firm though, to follow their defined career path, and as such they are...

Position: Remote Paraplanner - Level 4 QualifiedSalary to £38,000 plus company benefitsCompany:Join an award-winning firm of Independent Financial Advisors, renowned for excellence and innovation in the financial services industry. With over 100 Advisors across the UK, our client prides themselves on delivering exceptional service and tailored solutions to...

Job Title: Senior ParaplannerLocation: City of LondonSalary: £65k to £67.5k base range DOE + 2 annual discretionary bonuses + extensive benefits.Work Arrangement: Hybrid working.Are you an experienced Senior Paraplanner seeking an opportunity with a global organisation that prioritises clients, offers unmatched service, and emphasises a personalised...

Job Title: ParaplannerLocation: City of LondonSalary: Highly competitive compensation base range DOE + 2 annual discretionary bonuses + extensive benefits.Work Arrangement: Flexible Hybrid working.Are you an experienced Paraplanner seeking an opportunity with a global organisation that prioritises clients, offers unmatched service, and emphasises a...

I am exclusively working for an Award winning IFA with a large office in Glasgow for a Senior Paraplanner to join the established team.The role will involve the following:Obtain illustrations, related documentation and forms to support suitability reportsPreparation of draft annual review letters including re-balancing of portfolios, drawdown reviews,...

Senior Paraplanner - Leading Specialist Wealth ManagerLondon - to £60,000 + excellent package and career prospectsAn award winning, employee owned Wealth Management Firm who provide outstanding Financial Advice and Investment solutions to HNW Private Clients are looking for a highly capable individual to join their stable team. Working in a team-oriented...

Focused, motivational and inspiring. Our Regional Paraplanning Managers are responsible for managing, motivating and developing our Paraplanners and Report Writers to prepare high quality written advice, and provide technical research services to the Private Client Advisers.You will work closely with the Operations Director, other Regional Paraplanner...

Do you have 3+ years' experience as a mortgage administrator or paraplanner? Would you like to work alongside some of the best brokers in the mortgage industry?My client is a prestigious brand who are based in the City of London. They have experienced a lot of growth over the past 12 months due to success within the business and are currently looking for...

My client is a growing and highly reputable, stable wealth management practice. Due to expansion, a new job vacancy has become available for an experienced IFA in their team. A client base with recurring income is available.In the job you will be servicing your book of business along with dealing with new business due to their reputation, ties and referrals....

Paraplanning ManagerA successful finance company based in central London is looking for a Head of Paraplanning to join their dynamic, fast-growing team. You will supervise our skilled paraplanners, managing team workload and monitoring workflows to ensure our high-quality output is maintained. You will use your own skills and knowledge to mentor and support...

Financial Advisor Full time Permanent Salary: Competitive, with a base up to £60,000 plus commission/bonus. Company Overview: TechNET-IT have partnered with a leading UK wealth management company renowned for their comprehensive financial planning and investment management services. They are seeking additional advisers to enhance their team. This...

We have an exciting opportunity for a Financial Administrator to join our team at AWS Advice We want to find a like-minded individual who works well in a team, is well organised, with a real desire to put client outcomes first. Role Benefits: Salary – negotiable, dependent on qualifications and experience (£25-£40k)Discretionary Annual BonusWorkplace...

Are you a financial planner with a passion for financial services? Do you thrive in a fast-paced environment and strive to deliver good outcomes for clients? If so, we invite you to apply! Our client is an award-winning financial services firm based in Swiss Cottage, NW London, dedicated to providing comprehensive and personalised financial planning...

My client, a leading SME Investment Manager are looking to recruit a Business Development Manager, to join their rapidly expanding retail sales department in London.Happy to consider any candidates from a B2B Sales background - including but not limited to recruitment, software sales, business consultancy, FX sales, etc.Main responsibilities will...

About the Role (Level 4 DipFA or equivalent)Are you a seasoned professional with a passion for driving business efficiency and growth within the UK Financial Services sector? Join our dynamic Commercial Development Team at Openwork as a Technical Business Consultant. This pivotal role supports the Head of Business Consultancy Services, delivering strategic...

About the Role Are you a seasoned professional with a passion for driving business efficiency and growth within the UK Financial Services sector? Join our Commercial Development Team at Openwork as a Business Consultant. This pivotal role supports the Head of Business Consultancy Services, delivering strategic guidance and bespoke consultancy to our network...

RoleNigel James Associates have been appointed by a one of the largest and longest established wealth planning company to recruit for a Regional Manager to lead an existing team of Financial Planner based in their West Midlands and Cheshire offices. RequirementsYou will be an experienced performance and T&C Financial Planning Manager/Leader. You will be...

We are working with a growing FinTech firm in London who deliver institutional solutions to highly sophisticated private investors. They are looking to hire at analyst and associate level into their growing client facing financial planning and investment solutions team. This is one of the most exciting and impressive FinTechs that have launched in recent...

Paraplanner Salary: Up to £45k Basic DOE, OTE £55k with Bonus and benefits.Location: Maidstone, onsite during probation then hybrid working.Are you looking for your next Paraplanner opportunity? If so, we are recruiting for this family-run wealth management company that has been trading for over 200 years! We are looking for a highly experienced...

Job Title: Home-based Paraplanner positionIndustry: Financial ServicesLocation: UK WideSalary: £36,300Job Reference: 9058Job Description: Home-based Paraplanner positionRecruit UK is working on a unique opportunity for a fully remote Paraplanner, UK Wide to join a well-established Independent Financial Advice company.Our client is award-winning and is one...

We have a fantastic Paraplanner opportunity to join a successful and progressive wealth management firm based in the idyllic Roman and Medieval town of Stamford.They are a reputable financial practice with a successful history providing fully independent financial advice to clients and have built a growing client base.Due to current expansion and planned...

Salary £35k to £40k DOE | Hybrid | Flexible Hours – Full or Part timeCathedral Appointments is delighted to be working with a well-established, independent Asset Management firm based in Cornwall who are proud of its reputation and bespoke client care.They have an exciting opportunity for an experienced Paraplanner to join their team on either a full...

Are you a paraplanner looking for a team that encourages you to reach your full potential?Are you ready to join a team that truly values your strong ethical standards and unwavering commitment to integrity?Recruit UK has partnered with a firm based in Harrogate, looking for a paraplanner to join their team. The company is committed to delivering premier...

A leading national Financial Planning practice are looking for a paraplanner to join their team in Marlborough. They are the main Southern office for the firm and as a result the flagship for the firm. Working on a bank of paraplanners, they are able to offer a route to Adviser with the firm over an agreed time frame. They will fully support you to achieve...

Recruit UK are working on an excellent opportunity for a Paraplanner in Newcastle-Upon-Tyne to join a well-established Wealth Management firm who deal with high net worth private individuals and corporate clients. They have a strong presence in the area and are expanding their IFA services through growth across the North East.They are actively seeking a...

Recruit UK is working on an excellent opportunity for a Paraplanner near Market Harborough to join an Independent Financial Advice practice.This company ensures their clients are provided with the advice they deserve, recognising that each client is different and therefore tailoring their services to the client and offering a range of solutions.They are...

ParaplannerLocation: GuildfordDepartment: Financial Planning TeamEmployment Type: Full time, hybrid working.Salary: Competitive with a superb benefits package.We are thrilled to be partnering with one of the Uk’s leading investment management companies with a 200 year legacy for building trusted advice on Wealth Management and Investments.Due to expansion,...

Paraplanner - Birmingham - National Wealth Management Organisationto £47,000 + Comprehensive company Benefits packageWe are currently working with an international Wealth and Investment Management business to recruit for an experienced Paraplanner to join their team in the busy Birmingham office.Due to ongoing expansion over the past couple of years, the...

Trainee or Experienced Paraplanner OpportunityWe have an excellent opportunity for an experienced Paraplanner or Trainee Paraplanner to join a dynamic Chartered Financial Services organisation based in Hoole.With a comprehensive training structure in place for those who need it, you will be joining a supportive team that offers opportunities for growth with...

Job Title: ParaplannerSalary: up to £45,000 - depending on experienceLocation: BirminghamOur client is looking for a paraplanner to be responsible for supporting financial planners by conducting research, preparing financial plans, and handling various administrative tasks.Responsibilities: Ensuring clients receive accurate and professional financial...

My client is one of the top 10 Wealth Managers in the UK and due to recent growth and acquisitions they are now looking for a Senior Paraplanner to join their team in Surrey.In this role you will be supporting Wealth Planners by carrying out high quality research on a full range of financial planning products and services including pensions, life insurance,...

RoleNigel James Associates are working on behalf of an established, HNW-UHNW Financial Planning company based in Bucks. The role will be supporting 2 of the company's most senior Financial Planners and their clients. RequirementsWith continued company growth our client is seeking an experienced Paraplanner to join their team. To be considered for the...

Paraplanner Stockport Salary up to £38,000 (Experience dependant)26 days holiday, you acquire 1 day for 2 years of service.You will receive an additional days leave on your BirthdayThe option to buy and sell holidays.Full exam support Hybrid working Flexible working hours Our client is a highly progressive and buoyant Firm of Independent Financial Planners...

Job Title: Paraplanner - Development in to a Financial AdvisorLocation: Ruislip, LondonSalary: Up to £45,000 per annumBenefits:Hybrid working modelFree parkingDiscretionary bonusSupport towards professional examsDevelopment opportunities into a Financial Adviser roleCompany Overview: Join a dynamic financial services firm based near Ruislip, London,...

SALARY - 45-55KThe Client An established and widely known Wealth Management firm servicing Investment Management needs to High-Net-Worth ClientsThe Role The Senior Paraplanner will be an experienced Paraplanner.The Senior Paraplanner will produce accurate calculations and cash-flow modelling to best support recommendations and is responsible for preparing...

Job Advert: ParaplannerLocation: Middlesex, UKSalary: Competitive, commensurate with experienceJob Type: Full-TimeWorking with a leading financial advisory firm based in Uxbridge, we are seeking a highly motivated and detail-oriented Paraplanner to join their dynamic team.Key Responsibilities:Maintaining client records, data gathering and relevant...

A leading regional Chartered Financial Planning practice are looking for two paraplanners to join their team in Altrincham . This highly successful and instantly recognisable practice are keen to bring on board quality technical staff to provide high level client support . The firm will support you to reach Chartered status and have a clearly defined career...

A leading Wealth Management practice in North Manchester are looking for a paraplanner to join their team. They currently have five paraplanners and additional support staff and they have over £1bn in AUM with advisers across the North West. You will be supporting the advisers on a work flow, not one to one basis. You will be at least Dip and ideally...